Legacy Wealth Management (Idaho)’s UnitedHealth UNH Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$187K	Sell	691 -63	-8%	-$18.8K	0.09%	124
2025 Q4	$249K	Buy	754 +33	+5%	+$11.2K	0.12%	91
2025 Q3	$249K	Buy	721 +213	+42%	+$64.4K	0.11%	87
2025 Q2	$159K	Buy	508 +424	+505%	+$162K	0.08%	82
2025 Q1	$44K	Hold	84	–	–	0.03%	153
2024 Q4	$44.3K	Sell	84 -10	-11%	-$5.68K	0.03%	130
2024 Q3	$57K	Buy	+94	New	+$53.2K	0.03%	112

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s UNH Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its UnitedHealth (UNH) stake by 8.4% in Q1 2026, selling an estimated $18.8K and leaving 691 shares worth $187K. The position accounts for 0.09% of the portfolio, ranked #124.

Legacy Wealth Management (Idaho) first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $249K in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Legacy Wealth Management (Idaho) held 691 shares of UnitedHealth worth $187K as of Q1 2026.
Legacy Wealth Management (Idaho) sold 63 UnitedHealth shares in Q1 2026, an estimated $18.8K.
UnitedHealth made up 0.09% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #124 holding.
Legacy Wealth Management (Idaho) first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s UnitedHealth position peaked at $249K in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.